Estate | Trail Ridge Wealth Management

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos

Articles

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

View all articles
Calculators

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators
Videos

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos